At a Glance
- Tasks: Support clients with our Fixed Income platform and resolve issues efficiently.
- Company: Join Perpetual Digital, a leading innovation company in Australia.
- Benefits: Enjoy flexible work options, up to 6 weeks leave, and study support.
- Other info: Diverse and inclusive workplace committed to personal and professional growth.
- Why this job: Make an impact in finance while developing your skills in a dynamic environment.
- Qualifications: Bachelor’s degree in finance or related field; experience with fixed income products preferred.
The predicted salary is between 62100 - 75900 $ per year.
We are seeking a skilled and motivated Client Service Analyst with strong experience in Fixed Income products. In this role, you will be responsible for providing operational support for external and internal end-users of Perpetual’s Fixed Income platform.
About the Role
- Triage incidents or support requests from clients: Replicate issues, accurately categorize impact and urgency, and engage appropriate resolvers to ensure timely resolution.
- Fulfil client support requests: Handle transaction adjustments, user access requests, and ensure that client requests are addressed promptly and effectively.
- Investigate transaction anomalies: Perform thorough investigation of issues, provide solutions to clients, or collaborate with the Business Analysts team to define detailed issue resolution strategies.
- Respond to client queries: Provide clear and concise guidance on the usage of the Fixed Income system, ensuring that clients understand the functionalities and features available to them.
- Conduct system training sessions: Organize training for new users and refresher courses for existing users to help them maximize the benefits of the Fixed Income system.
- Develop support documentation: Create and maintain comprehensive support materials, including FAQs, user guides, and troubleshooting documents to assist clients in resolving common issues independently.
- Monitor system performance: Regularly check the performance of the Fixed Income system, identify potential issues, and work proactively to prevent disruptions.
- Collaborate with cross-functional teams: Work closely with Digital Engineering, Consulting Team, and other relevant teams to resolve incidents, fulfill service requests, and enhance the overall client experience.
- Provide feedback for system improvements: Collect client feedback and work with the development team to suggest enhancements, ensuring the system evolves to meet client needs.
About You
- Bachelor’s degree in finance, economics or accounting (related degrees and/or industry experience will also be considered).
- Knowledge and experience working on fixed income products: A solid understanding of fixed income securities and their market dynamics is essential.
- Good understanding of financial regulations and standards in managing and trading fixed income securities.
- Strong analytical and problem-solving skills: The ability to dissect complex financial data, identify trends, and solve issues efficiently is crucial.
- Excellent communication and collaboration skills: Effective verbal and written communication with clients, team members and stakeholders at different levels.
- Client support experience: Previous experience in a client-facing role, particularly within a financial services context.
- Attention to detail: Meticulous attention to detail is vital for ensuring accuracy in transaction processing, issue resolution, and documentation.
- Ability to work under pressure: The capacity to maintain composure and productivity under tight deadlines or during high-stress situations.
- Proficiency in financial software and tools: Experience with industry-standard software and analytical tools used in fixed income markets.
- Continuous learning mindset: A willingness to keep up to date with industry trends, market developments, and new technologies that impact fixed income markets.
Employee Benefits
- Work from anywhere in Australia for up to one month each year.
- An annual allowance to empower you to prioritise your personal wellbeing.
- Study support and commitment to supporting professional development.
- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
- A growing number of employee-led networks who work to raise awareness and drive continued change.
- We support over 50 First Nations Communities, helping to secure the communities' future.
- We encourage applications from Aboriginal and Torres Strait Islander People.
- We’re committed to creating an inclusive workplace where diversity is celebrated.
About Us
Our People bring to life our enterprise behaviours – Stretch, Own It, and Make an Impact. The Perpetual team is diverse, expert and driven by the belief that we can make a difference in the lives of our clients. We value integrity, skill and teamwork and seek to find the best in each individual.
Client Service Analyst in Sydney employer: Perpetual Limited
Perpetual Group is an exceptional employer, offering a dynamic work environment in the heart of Sydney, where you can develop your technical accounting expertise while contributing to meaningful financial governance. With a strong commitment to employee wellbeing, professional development, and a culture that celebrates diversity, you'll find ample opportunities for growth and collaboration within our high-performing Group Financial Control team. Join us to make a significant impact in a complex ASX-listed financial services organisation, where your contributions are valued and recognised.
